See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD RAOD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,596 |
Filed as: CBIZ FINANCIAL SOLUTIONS Service code 27 PO BOX 643792 · CINCINNATI, OH 45226 | Advisory (Plan) | $24,042 |
Filed as: PA RETIREMENT SOLUTIONS Service code 13 1110 N MOUNTAIN ROAD · HARRISBURG, PA 17112 | Contract Administrator | $10,378 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $353 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,045 | $63,299-19.4% | $91,001-43.9% | $62,292-18.1% |
| Participation rate | 95.8% | 73.3%+22.5pp | 75.6%+20.2pp | 69.5%+26.3pp |
| Annual return | 23.28% | 20.99%+2.3pp | 4.60%+18.7pp | 28.90%-5.6pp |
| Employer contribution / active EE | $2,790 | $1,807+54.4% | $2,456+13.6% | $2,042+36.6% |
| Participant deferral / active EE | $2,846 | $2,943-3.3% | $3,547-19.8% | $3,169-10.2% |
| Admin fee / account holder | $327 | $468-30.0% | $5,417-94.0% | $479-31.7% |